I. Intro
You can send Base dashboards as images automatically to specified users or groups using automated workflow.
Note: You can only send dashboards with At scheduled time and When trigger time in the record arrives as triggers.
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Use cases:
- Sales reports: Keep the entire sales team up to date with daily sales reports.
- Campaign management: See how the campaign is going and spot trends as they emerge with the latest data.
- Quality management: Control for quality and ensure every team member is in sync with timely progress updates.
II. Steps
- Open the base and click the dashboard in the left navigation bar.
- Click Set Automation at the top to open the automation panel.
- Click More Options at the bottom of the panel to enter the settings page.
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- Adjust the triggers as needed. They are set to At scheduled time by default, but can be changed to When trigger time in the record arrives.
- Configure the actions to be performed and select the recipients (users or groups). Activate and enable the automated workflow and the Base Assistant will take care of the rest.
For more details on automations in Base, see Use automated workflows in Base and Triggers and actions for automated workflows.
Note:
Charts from dashboards sent through automated workflows will be displayed as a thumbnail at the trigger time of automation. From [Base name] will appear in the lower-right corner of the message.
Filters you've used in the dashboard will also be in effect when the dashboard is sent out through the automated workflow.
III. FAQs